Receive and restock orders in Procurement
Update purchase orders as items are received and restock them into your supply rooms.
Summary
This article covers the simplified workflow for receiving supply orders in PSTrax. The updated receive order flow allows PSTrax Users to quickly process incoming shipments, handle canceled items, and seamlessly restock containers, making the overall order processing significantly faster.
Instructions
To process an arriving shipment, navigate to the receive order flow to manage the incoming items. You can quickly accept the entire order at once and make manual adjustments for any missing or canceled line items. After processing the shipment, choose to immediately restock your containers from procurement or save your progress to return to the main orders page.
Step-by-Step Instructions
Receive Orders
- Go to the left navigation panel. Select Procurement → Orders
- Click Receive All to quickly accept all items in the order.
- Update the status of any item by adjusting the quantity, or changing the status (Backordered, Canceled)
- Click Continue.
- Select Restock Now to proceed to the restock flow with the container pre-selected, or click Restock later to Return to Orders to finish the process.
- Confirm the completed order is now located in the Fulfilled tab.